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Setup 1099 Process Tab
Make the following menu selections to display this tab:
eFinancials—Accounts
Payable—End
of Period—1099
Process
Use this tab to process 1099 data. The process creates
an XML file that is then used by GEMM—another
software package—to
produce printed 1099 forms and/or electronic or magnetic media files,
which can be sent to a taxing authority.
Fields
The following fields and buttons appear on the tab that
displays when you select the menu option.
Header
Add Process Button
Use this button to add a 1099 process.
Find [Column Title]
This field defaults to Year
however, if you click any underlined grid column title, the field label
changes to reflect your selection. You can then search for entries based
on the field label. For example, if you know the description, click the
Description column title and the find field label
changes to Find Description.
Enter the first few letters or numbers to search
for (or select from a drop-down list if one displays),
and then select the Find button. The items that
are the nearest match to your entry display in the grid below. Click column
titles to sort the list further.
Go Button
Use the Page field and
the
to display additional pages when the list of entries in the grid is longer
than one page.
Grid
Year
The year for 1099 processing. One process is possible
in a given year for each transmitter control code. Click this column title
to sort the list. Click the year link to display the 1099 Process tab.
Control Code
The transaction control code. One control code
can be associated with one or more federal tax identification numbers.
Click this column title to sort the list.
Federal Tax ID
The federal tax identification number. This number
is associated with a company. Click this column title to sort the list.
Description
The description of the 1099 report. This entry
is for your convenience. A meaningful description allows you to quickly
identify this year/transmitter combination. Click this column title to
sort the list.
Report 
Click the report button to launch GEMM. Using
this button is a shortcut. Refer to Launch GEMM for more
information.
Delete 
Use
the Delete button to delete a 1099 process.
Prerequisite
Prior to processing 1099 data, run the
report. At the end of the report, a separate page prints to report on
any company or
property
1099 setup issues. Refer to
for more information. These issues must be resolved before you can run
the 1099 process.
Confirm that you have GEMM—a
separate piece of software—installed.
Refer to
for more information.
Add 1099 Process
Edit 1099 Process
Delete 1099 Process
Launch GEMM
Fields on the 1099 Process
Tab
See Also
1099 Concepts
and Processes
Accounts
Payable Introduction